FoliosFlow for Planview Portfolios

❌ Project data in spreadsheets

Issue: PMs track scope, dates and risks in offline sheets.

Impact: Portfolio reports are out of date and rely on manual chasing.

❌ Finance and Planview misaligned

Issue: Actuals and forecasts live in finance tools, not Planview.

Impact: Steering committees see numbers that do not match the ledger.

❌ Resource data scattered

Issue: HR and line managers adjust roles and capacity outside Planview.

Impact: Capacity planning is based on stale or incomplete information.

❌ Change is slow and manual

Issue: Creating and updating projects, portfolios or stages is manual.

Impact: PMO teams spend hours maintaining data instead of governing.

⚙️ Step 1: Configure your SmartSync

Define your data flows using simple text-based configuration files.

• Point to your source (Excel, CSV, JSON, SQL query or API).
• Specify Planview entities (portfolios, projects, resources, financials).
• Map fields using clear column names.
• Use KnowledgeFlow AI to generate example configs in minutes.

Examples: create projects from an intake form, update statuses from PM reports, align budgets with finance exports.

🔐 Step 2: Secure authentication via SentinelFlow

FoliosFlow never stores Planview credentials in configuration files.

• SentinelFlow retrieves credentials from CyberArk, 1Password or Windows Credential Manager.
• API tokens and secrets are managed centrally and audited.
• No plaintext passwords in scripts, configs or logs.

Result: Planview access is controlled by your security team, not scattered across local scripts and files.

🔄 Step 3: SmartSync delta detection

SmartSync compares source data to Planview and only applies the differences.

• Create new projects and portfolios where they do not yet exist.
• Update only fields that changed (dates, status, budgets, owners).
• Deactivate or archive items that are no longer in source data.

Result: small, safe payloads, predictable changes and a complete audit trail every time FoliosFlow runs.

📁 Portfolio and project creation

Create portfolios and projects from structured intake data or other systems, with governance rules applied at creation time.

📊 Status and KPI updates

Keep Planview aligned with PM reports: dates, milestones, RAG status, KPIs and narrative fields updated from controlled sources.

💷 Financial alignment

Sync budgets, forecasts and actuals from your finance tools into Planview, so portfolio decisions reflect real numbers.

🧑‍🤝‍🧑 Resource updates

Update resources, roles and team assignments from HR and line manager sources, improving capacity planning without manual edits.

🤖 AI-guided configuration

KnowledgeFlow AI helps design SmartSync configs, understand Planview entities, and troubleshoot mappings and payloads.

🔒 Vault-secured execution

SentinelFlow keeps Planview credentials out of scripts and configs, integrates with your enterprise vault and provides full audit trails.

🔐 Vault-native credentials

Use CyberArk, 1Password or Windows Credential Manager. Planview credentials are never embedded in scripts or configuration files.

🏠 Local execution only

Runs inside your environment. No cloud SaaS, no external data persistence and no third-party access to your Planview credentials.

✅ Complete audit trail

Timestamped logs of credential access, API calls, success and failure status and optional email alerts, ready for audit and incident reviews.

📜 Compliance alignment

Supports the same frameworks as the wider DDF platform, including typical SOC 2, ISO 27001 and GDPR Article 32 expectations.